Here’s What We Offer
Personal Financial Services
Financial Planning and Investment Advice
We offer a full suite of comprehensive financial planning services offered on an hourly basis. The planning process begins with a personalized financial plan that is tailored to your unique situation, and we do not require account minimums. A typical financial plan costs around $3,000. Alternatively, we can work with you on an ad hoc basis whereby you pay for hourly services on an as-needed basis.
Want to learn more about this service and our personalized financial plans?
Schedule a Consultation Meeting
Tax Consulting Services
Individual and Business Tax Consulting
Tax consulting services are offered on a stand-alone basis. This service could include reviewing your tax return(s) and offering advice on strategies to potentially lower your tax bill. However, we do not offer tax compliance services such as preparing tax returns. We'd be happy to refer you to a qualified tax professional, should you desire compliance services only.
Interested in this service?
Schedule a Consultation Meeting
Business Consulting Services
CFO Services and Contract Financial Planner
Business consulting services are best suited for business owners who need help managing their business(es). We can act in an outsourced Chief Financial Officer (CFO) capacity or as an outsourced financial planner to other investment advisers. We do not provide attestation services, however, we would be happy to refer you to a licensed CPA firm that can provide compilation, review, audit or agreed-upon procedures services.
Want to learn more about our business consulting services?
